Victory Munder Mid-Cap Core Growth Fund (MGOYX)
The adviser pursues the fund's objective by investing, under normal circumstances, at least 80% of the fund's assets in equity securities of mid-capitalization companies. Mid-capitalization companies means those companies with market capitalizations within the range of companies included in the S&P MidCap 400 Index.
Fund Info
US92647K8383
Jun 24, 1998
$1,000,000
Mid-Cap
Growth
Expense Ratio
MGOYX has a high expense ratio of 0.98%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Victory Munder Mid-Cap Core Growth Fund (MGOYX) returned 2.27% year-to-date (YTD) and 9.51% over the past 12 months. Over the past 10 years, MGOYX returned 7.23% annually, underperforming the S&P 500 benchmark at 10.85%.
MGOYX
2.27%
5.35%
-5.29%
9.51%
7.18%
10.60%
7.23%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of MGOYX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.87% | -4.95% | -2.93% | 0.34% | 5.35% | 2.27% | |||||||
| 2024 | -0.63% | 7.40% | 2.49% | -6.94% | 2.84% | 0.22% | 3.36% | 2.74% | 0.84% | -1.18% | 7.89% | -7.40% | 10.94% |
| 2023 | 7.20% | -2.96% | -0.58% | -1.49% | -3.03% | 8.85% | 3.27% | -1.70% | -6.13% | -6.86% | 11.68% | 7.70% | 14.82% |
| 2022 | -10.16% | -0.20% | 0.88% | -8.16% | 0.22% | -8.86% | 9.80% | -2.90% | -7.85% | 8.51% | 4.04% | -6.50% | -21.31% |
| 2021 | -1.09% | 5.39% | 3.14% | 5.92% | -0.00% | 1.06% | 2.84% | 3.43% | -5.29% | 6.37% | -1.03% | 3.22% | 25.97% |
| 2020 | 0.30% | -7.51% | -17.55% | 14.47% | 7.49% | -0.35% | 7.28% | 4.35% | -2.65% | -1.75% | 13.40% | 5.93% | 20.62% |
| 2019 | 9.24% | 5.22% | 0.53% | 4.08% | -5.17% | 6.37% | 2.01% | -1.43% | -0.86% | 0.20% | 2.72% | 1.41% | 26.23% |
| 2018 | 3.90% | -3.49% | -0.60% | -1.92% | 3.21% | -0.54% | 1.93% | 3.17% | -1.14% | -10.20% | 1.78% | -10.02% | -14.19% |
| 2017 | 4.44% | 2.59% | -0.35% | 1.92% | 1.39% | 0.77% | 1.61% | 0.96% | 2.99% | 2.52% | 3.38% | 0.05% | 24.55% |
| 2016 | -6.85% | 0.12% | 8.39% | -0.21% | 2.15% | -1.39% | 4.03% | -0.26% | -0.75% | -3.36% | 5.68% | 0.35% | 7.23% |
| 2015 | -2.14% | 6.76% | 1.51% | -0.58% | 1.69% | -1.82% | -0.62% | -5.09% | -5.03% | 4.80% | -0.69% | -2.46% | -4.27% |
| 2014 | -3.63% | 5.48% | 0.11% | -1.62% | 1.46% | 3.53% | -2.30% | 5.57% | -3.90% | 2.92% | 2.67% | 0.06% | 10.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MGOYX is 29, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Victory Munder Mid-Cap Core Growth Fund (MGOYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Victory Munder Mid-Cap Core Growth Fund provided a 15.38% dividend yield over the last twelve months, with an annual payout of $1.94 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.94 | $1.94 | $0.58 | $1.43 | $4.16 | $3.08 | $10.07 | $10.40 | $7.09 | $4.49 | $3.88 | $4.84 |
Dividend yield | 15.38% | 15.73% | 4.54% | 12.23% | 25.13% | 18.64% | 60.72% | 49.02% | 19.33% | 12.76% | 10.52% | 11.37% |
Monthly Dividends
The table displays the monthly dividend distributions for Victory Munder Mid-Cap Core Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.94 | $1.94 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.43 | $1.43 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.16 | $4.16 |
| 2020 | $0.00 | $0.00 | $1.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.66 | $3.08 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.71 | $10.07 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.40 | $10.40 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.09 | $7.09 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.49 | $4.49 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.88 | $3.88 |
| 2014 | $4.84 | $4.84 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Victory Munder Mid-Cap Core Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Victory Munder Mid-Cap Core Growth Fund was 57.22%, occurring on Nov 20, 2008. Recovery took 657 trading sessions.
The current Victory Munder Mid-Cap Core Growth Fund drawdown is 15.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.22% | Nov 1, 2007 | 266 | Nov 20, 2008 | 657 | Jul 1, 2011 | 923 |
| -39.9% | Feb 21, 2020 | 22 | Mar 23, 2020 | 114 | Sep 2, 2020 | 136 |
| -30.02% | Sep 15, 2000 | 460 | Jul 23, 2002 | 303 | Oct 6, 2003 | 763 |
| -28.65% | Nov 17, 2021 | 146 | Jun 16, 2022 | 583 | Oct 11, 2024 | 729 |
| -27.94% | Dec 16, 2024 | 77 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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